MICHAEL L. KERN, III, CFA

President & CEO, Capstone Financial Services Inc., Capstone Asset Management Co., Capstone Asset Planning Co.

Mr. Kern joined Capstone in May 2015 as President & CEO of Capstone Financial Services, Inc. and its related entities.

Mr. Kern’s professional career began in 1996 when he accepted an analyst position at Stout Risius Ross, Inc. (a financial advisory firm). He spent the next 19 years at SRR in a variety of roles including Managing Director in the Valuation & Financial Opinions Group, Head of the Investment Banking Group, CFO, COO and finally President, a position he held for the last six years of his tenure with the firm.

Raised in the Detroit area, Mr. Kern graduated with a B.S. in Finance and Business Economics from Wayne State University. He holds the Chartered Financial Analyst (CFA) designation as well as the Series 7, 63, and 24 securities licenses. In 2006 he was the recipient of Crain’s Detroit Business 40 Under 40 Award, an award given to young professional leaders. He is a member of the CFA Institute and Young Presidents’ Organization (YPO).

Mr. Kern devotes a significant amount of time to philanthropic activities. He currently serves on the Board of Directors of Embrace the Truth International, as well as his local church (Crosspoint Church). He is a past member of the Executive Board of Directors of Convoy of Hope, where he also served as Treasurer and Chairman of both the Compensation and Audit Committees, and is a past member of the Board of Directors of International Aid. Over the years he has contributed significant time and financial expertise to several churches across the country, which is his passion.

In 2012, Mr. Kern relocated to Houston, TX where he currently resides with
his wife, Amanda, and four children.

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